CONCERN FOUNDATION (EIN 237002878) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

DEREK ALPERT

Phone

3103606100

Tax Period

2024-01-01 to 2024-12-31

CONCERN FOUNDATION, founded in 1968, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Net assets of $8.5M represent 42 months of operating reserves.

Mission

TO DISTRIBUTE RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,344,561

Program Service Revenue $0

Investment Income $351,800

Other Revenue $-265,174

TOTAL REVENUE $2,431,187

Expense Breakdown

Grants Paid $1,807,000

Salaries & Benefits $573,780

Fundraising Expenses $484,545

Program Expenses $1,949,413

Other Expenses $208,806

TOTAL EXPENSES $2,589,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,431,187	$1,711,550	+0.4%
Expenses	$2,589,586	$2,185,452	+0.2%
Net Income	$-158,399	$-473,902	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$300,054

Total Directors

$300,054

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEREK ALPERT	PRESIDENT	40.00	Officer Director	$259,869	$40,185	$300,054
LORENE GOLDMAN	BOARD CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LISI TELLER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MICHAEL FIRESTEIN	SECRETARY/LEGAL COUNSEL	1.00	Officer Director	$0	$0	$0
BRIAN ANASTASIO	BOARD MEMBER	1.00	Director	$0	$0	$0
EDEN ANASTASIO	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL BARNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE BARNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
HARVEY BEESEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY BLECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELBY BLECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JABARI BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY BRUCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE BRUCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CARROLL	BOARD MEMBER	1.00	Director	$0	$0	$0
LEXY CARROLL	BOARD MEMBER	1.00	Director	$0	$0	$0
JACLYN ROSENSON CLIFFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY EISENSTADT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID ENTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS ESTES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE FORTNER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE FREED	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM FREEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARNI GLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB GOLDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALIZA GOLDSMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE GOTTLIEB	BOARD MEMBER	1.00	Director	$0	$0	$0
FARHAD HANASAB	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE HANASAB	BOARD MEMBER	1.00	Director	$0	$0	$0
IVAN KALLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLIE LEHRMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX LISZT	BOARD MEMBER	1.00	Director	$0	$0	$0
LATIMER LORENZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE MASSI	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC MASSI	BOARD MEMBER	1.00	Director	$0	$0	$0
IAN METROSE	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURI METROSE	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK MOTTEK	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA NICASTRO	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTINA TENDLER O'MARA	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY OTELSBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD SHAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE TELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY TELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE ULLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN HIRSCH WOHL	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH ZALBEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MYRNA ZIMMERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,431,187	$2,589,586	$10,302,865	$-158,399
2023	$1,711,550	$2,185,452	$10,046,196	$-473,902
2022	$3,012,671	$1,718,648	$8,969,682	$1,294,023
2021	$2,826,481	$1,990,023	$8,993,790	$836,458
2020	$2,160,688	$2,016,337	$8,297,280	$144,351
2019	$4,097,022	$1,914,682	$7,990,867	$2,182,340
2018	$2,224,176	$2,174,803	$5,410,012	$49,373

CONCERN FOUNDATION